Note: The ability to import customers, taxes, and products from Xero into DeskDay during the connection process is currently under development and not yet available.
Before setting up the integration, ensure that customers, taxes, and products are already added in DeskDay. If needed, you can add or update them later by clicking Configure on the Xero integration card.
Step 1: Open the Xero integration page in DeskDay
From the side navigation menu, open the Control Center in DeskDay.
Select Integrations from the Marketplace section.
3. From the available integrations list, find Xero and click Connect to begin.
Step 2: Sign in to Xero
You will be redirected to the Xero login page. Enter your credentials and sign in.
2. After logging in, you’ll see a confirmation screen asking you to connect DeskDay with your Xero organization. Click Allow Access to continue.
Step 3: Map Contacts
Start by mapping your Xero contacts with DeskDay customers, then click Next.
Step 4: Map Tax Rates
Map your DeskDay tax rates with the corresponding Xero tax rates, then click Next.
Step 5: Map Service Categories
Map each DeskDay service category to the corresponding Xero item, then click Next.
Note: By default, all categories are mapped to a new Xero item called DD-Xero Services. You can update this mapping if needed.
Step 6: Map Products
Link products from Xero with the corresponding products in DeskDay.
Step 7: Finalize Integration
Once all mappings are complete, click Finish to complete the setup.
After finishing the setup, the Xero integration will be active, and you can begin syncing invoices from DeskDay to Xero.